See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,335 | $106,749-36.0% | $145,433-53.0% | $82,448-17.1% |
| Participation rate | 85.2% | 75.6%+9.5pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 20.08% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $3,055 | $3,444-11.3% | $4,554-32.9% | $2,551+19.8% |
| Participant deferral / active EE | $9,962 | $6,519+52.8% | $7,897+26.1% | $4,139+140.7% |
| Admin fee / account holder | $676 | $8,390-91.9% | $13,129-94.9% | $7,234-90.7% |